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Reverse Mortgage Specialists in Lake Geneva, WI

Directory of reverse mortgage specialists in Lake Geneva, Wisconsin. Verify credentials with the state state mortgage licensing authority before hiring.

13 agents listed
Updated June 2026
Lake Geneva, WI
Important: Listings are compiled from publicly available sources and have not been independently verified by BeforeMortgageUSA.com. We do not endorse any broker or guarantee outcomes. Verify licensing and disciplinary status with the State Mortgage Licensing Authority of Wisconsin before hiring.
Showing 13 reverse mortgage specialists in Lake Geneva, WI Listings are displayed in no particular order and are not ranked by BeforeMortgageUSA. Order does not constitute a recommendation or endorsement of any broker.
Coldwell Banker Real Estate Group
226 Broad St, Lake Geneva, WI 53147
(262) 348-1100 coldwellhomes.com
FORM Wealth Advisors
431 Geneva National Ave S, Lake Geneva, WI 53147
(262) 686-3005 formwealth.com
Beacon Pointe Advisors
875 Townline Rd Suite 100, Lake Geneva, WI 53147
(262) 348-9981 beaconpointe.com
Bank CMG
500 Interchange N, Lake Geneva, WI 53147
(262) 767-8600 bankcmg.com
Edward Jones - Financial Advisor: Steven J Lois
804 Geneva Pkwy N Suite 108, Lake Geneva, WI 53147
(262) 248-8252 edwardjones.com
Edward Jones - Financial Advisor: Sheila M Broderick
114 E Geneva Square, Lake Geneva, WI 53147
(262) 248-4058 edwardjones.com
Guaranteed Rate
503 Center St, Lake Geneva, WI 53147
(262) 248-6681
US Bank Mortgage
303 Center St, Lake Geneva, WI 53147
(800) 872-2657 usbank.com
Chase Home Lending
426 Center St, Lake Geneva, WI 53147
(407) 310-7779 homelendingadvisor.chase.com
Wintrust Mortgage
550 Commercial Ct, Lake Geneva, WI 53147
(262) 248-5189 wintrustmortgage.com
Jim Griffiths - Preferred Rate
753 Geneva Pkwy N Building 2, Suite 4, Lake Geneva, WI 53147
(913) 972-2113 preferredrate.com
Wintrust Mortgage
567 Broad St, Lake Geneva, WI 53147
(262) 248-6940 wintrustmortgage.com
PNC Mortgage
401 Broad St, Lake Geneva, WI 53147
(262) 248-9979 pnc.com

What Does a Reverse Mortgage Specialist in Lake Geneva Cost?

Typical costs for a reverse mortgage specialist in Wisconsin include an origination fee of up to 2 percent of the home value capped at 6000 dollars. Third-party costs such as appraisal title insurance and recording fees range from 2000 to 5000 dollars. HUD counseling costs between 125 and 250 dollars. These costs can be financed into the loan. This is general information not mortgage or financial advice.

* Cost estimates are general ranges based on publicly available data and compiled using automated research tools. Actual fees vary by agent and case complexity. This is not mortgage or financial advice — consult directly with an agent for fee specifics.

Frequently Asked Questions

What are the age requirements for a reverse mortgage in Lake Geneva Wisconsin?
Borrowers must be at least 62 years old. If married the younger spouse must also be 62 unless the loan is a HECM for purchase or the younger spouse is a non-borrowing spouse. Wisconsin law follows federal HUD guidelines for age requirements.
Do I need counseling before getting a reverse mortgage in Wisconsin?
Yes Wisconsin law requires all reverse mortgage applicants to complete a counseling session with a HUD-approved counselor. The session covers loan terms costs and alternatives. Counseling must happen before you submit a loan application.

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